Wealth Protection and Planning for Retirees You Earned It, Invested It, Now Protect It. Whether you have recently retired or have been enjoying retirement for a while, you and your family should feel good about what you have accomplished. At the same time, there are...
Tax Strategies for Business Owners Would You Spend 10 Minutes a Month to Save on Taxes? Can you spend 10 minutes a month to potentially save thousands in tax dollars? In this new blog series, we will share tips on how to reduce your taxes with company retirement...
Big Mistakes Executors Make and How to Avoid Them Being named the executor of a family member or loved one’s estate is an honor. The decision shows that this person saw you as a highly trustworthy, capable person of integrity. But it’s also a major responsibility that...
Smart Ways to Build a Moat Around Your Wealth Once upon a time, and perhaps at a few remaining historical places, huge stately castles are protected by moats and drawbridges, providing a barrier against unwanted intruders. Today’s kings and queens also need protection...
Charitable Giving – The Tax Wise Way Giving is rewarding. It feels good to be able to help others. Americans, especially the affluent, are some of the most charitable-minded. In fact, according to a recent AES Nation survey, 74 percent of people with assets of a...
